Dominique Washington is a registered investment advisor at Leafhouse Financial Advisors, LLC, based in Parker, CO, with 7 years of industry experience. Dominique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,717 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LeafHouse's fees for investment advisory services are based on a percentage of the assets they manage. These fees range from 0.25% to 2.00% and are negotiated based on factors like portfolio size and complexity. Fees for Investment Management Model Programs range from 0.15% to 0.35%.
Location
Parker, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Leafhouse Financial Advisors, LLC
Previous Registrations
Transamerica Investors Securities, LLCBroker
Transamerica Capital, INC.Broker
State Registrations2 states
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